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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,373 | $33,232+229.1% | $71,796+52.3% | $63,975+71.0% |
| Participation rate | 96.4% | 60.1%+36.3pp | 69.1%+27.3pp | 71.1%+25.3pp |
| Annual return | 15.61% | 11.99%+3.6pp | 78.04%-62.4pp | 48.65%-33.0pp |
| Employer contribution / active EE | $3,498 | $723+383.9% | $1,924+81.8% | $2,182+60.3% |
| Participant deferral / active EE | $5,762 | $1,604+259.2% | $2,794+106.2% | $3,356+71.7% |
| Admin fee / account holder | $108 | $63+70.0% | $4,815-97.8% | $70+53.3% |